Meta Platforms has entered into a massive cloud computing deal with Google worth more than $10 billion over six years, according to a source familiar with the development. The agreement, first reported by The Information and later confirmed to AFP, will see Meta relying on Google’s datacenter servers, storage, networking, and related cloud services.
While Meta declined to comment on the deal, it comes as CEO Mark Zuckerberg doubles down on artificial intelligence investments, aiming to build what he describes as “AI superintelligence.” Over the past year, Meta has aggressively hired AI talent from rivals like OpenAI and Apple, while significantly expanding its computing infrastructure.
On a recent earnings call, Zuckerberg said:
“I’m excited to build personal superintelligence for everyone in the world.”
The partnership represents one of the largest cloud deals in Google Cloud’s 17-year history. Alphabet’s cloud business is already on track to generate $50 billion in annual revenue, according to its latest earnings report.
Meta, meanwhile, reported strong Q2 results and disclosed that its capital expenditures surged to $17 billion in the quarter, with 2025 total spending projected at $66–72 billion—much of it earmarked for AI infrastructure.
Industry analysts caution, however, that despite its strong earnings, Meta faces intense competition from tech giants including Microsoft, OpenAI, and Amazon, all racing to dominate the AI landscape.
“A strong quarter won’t shield Meta from questions concerning the company’s future as it breathlessly tries to keep up in the AI race,” noted eMarketer analyst Minda Smiley.
With this deal, both Google and Meta are positioning themselves at the center of the AI arms race, with the remainder of the decade expected to be transformative for artificial intelligence adoption worldwide.
⚠️ Disclaimer: This article is based on reports from AFP and The Information along with company earnings disclosures. The details regarding the deal and financial figures are subject to official confirmations. This content is for informational purposes only and should not be taken as investment or business advice.
